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CIK: 0001819476
Total reported value
$1.1B
$1.1B
366 檔
19.5%
In Q4 2025, Onyx Bridge Wealth Group LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 366 disclosed stock positions.
Onyx Bridge Wealth Group LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 18 positions.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.92% | -3.70% | -0.68% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.33% | +4.30% | +0.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.79% | -0.11% | -3.00% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-Other | 2.71% | +0.14% | +29.61% | |
| 5 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 2.35% | -0.57% | +3.04% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.11% | -1.13% | +1.05% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.02% | -0.13% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | -0.13% | +0.06% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.72% | +2.62% | +94.99% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | -0.84% | -13.61% | |
| 11 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.57% | -0.16% | +1.87% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.42% | -1.15% | -2.92% | |
| 13 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.39% | -0.82% | +36.44% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.33% | -1.15% | +1476.95% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.30% | -0.01% | +96.87% | |
| 16 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.26% | -0.11% | +5.81% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.22% | -0.12% | -4.49% | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.19% | -0.22% | -10.05% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.03% | -0.16% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.06% | -0.22% | -7.84% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.04% | -0.03% | +127.11% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -0.33% | -33.73% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.99% | -0.01% | +515.99% | |
| 24 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.99% | -0.05% | -0.44% | |
| 25 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.96% | +0.10% | -4.09% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.11% | -12.42% | |
| 27 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.93% | +0.08% | -3.38% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.91% | -0.10% | -2.16% | |
| 29 | PEN | Penumbra Inc | Stock-Healthcare | 0.89% | -0.18% | +411.95% | |
| 30 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.87% | -0.06% | +1.60% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.82% | -0.01% | +1.28% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | — | -1.09% | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.79% | -1.06% | +30.79% | |
| 34 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.77% | -0.32% | +5.12% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | +0.82% | +447.30% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.75% | -0.31% | -3.92% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | -0.04% | -2.93% | |
| 38 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 0.68% | -0.09% | -0.84% | |
| 39 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.65% | -0.07% | -1.08% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.31% | -5.64% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.04% | -1.89% | |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.63% | -1.05% | EXIT | |
| 43 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.59% | -0.07% | -3.83% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.10% | +6.67% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.59% | -0.15% | +0.02% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.58% | +0.09% | -50.05% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.01% | +1.05% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.54% | +0.04% | +1.49% | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | +15.81% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.08% | -67.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | +1.2% | +1476.95% | Add |
| 2 | AVUV | Avantis US Small Cap Value | +0.8% | +515.99% | Add |
| 3 | PEN | Penumbra Inc | +0.8% | +411.95% | Add |
| 4 | CGDV | Cap Group Dividend Value | +0.7% | +29.61% | Add |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.6% | +447.30% | Add |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.6% | +127.11% | Add |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.6% | +941.77% | Add |
| 8 | FLXR | Tcw Flexible Income ETF | +0.3% | +36.44% | Add |
| 9 | CGBL | Cap Group Core Balanced | +0.3% | +338.52% | Add |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +30.79% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +407.59% | Add |
| 12 | EWU | Ishares Msci United Kingdom | +0.2% | +108.40% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -1.09% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.05% | Add |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +60.39% | Add |
| 16 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +61.00% | Add |
| 17 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +3.04% | Add |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +15.81% | Add |
| 19 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +5.81% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +2.84% | Add |
| 21 | AAPL | Apple Inc | 0% | -3.00% | Trim |
| 22 | CGDG | Cap Group Dividend Growers | 0% | +1.87% | Add |
| 23 | DGT | Ss Spdr Global Dow ETF | 0% | +5.12% | Add |
| 24 | VHT | Vanguard Health Care ETF | 0% | +0.12% | Add |
| 25 | VUG | Vanguard Growth ETF | 0% | +1.05% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.05% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.68% | Trim |
| 28 | MSI | Motorola Solutions Inc | -0.1% | -8.83% | Trim |
| 29 | RWR | Ss Spdr Dow Jones Reit ETF | -0.1% | -30.04% | Trim |
| 30 | XLC | Ss Comm Select Sector Spdr | -0.1% | -2.92% | Trim |
| 31 | MA | Mastercard Inc - A | -0.1% | -46.00% | Trim |
| 32 | GHYG | Ishares Us&intl High Yield C | -0.1% | -76.96% | Trim |
| 33 | CGMS | Cap Group US Multi-sect Bond | -0.2% | -10.05% | Trim |
| 34 | MSFT | Microsoft CORP | -0.2% | -12.42% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.3% | -13.61% | Trim |
| 36 | SPEM | State Street Sp Ptf Em ETF | -0.4% | -65.37% | Trim |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | -0.4% | -68.11% | Trim |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | -33.73% | Trim |
| 39 | IWY | Ishares Russell Top 200 Grow | -0.6% | -50.05% | Trim |
| 40 | SPHY | Ss Spdr P High Yield ETF | -0.7% | -77.08% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | -1.1% | -67.27% | Trim |
| 42 | XLF | Ss Financial Select Sector | -1.3% | -76.63% | Trim |
| 43 | FPAG | Fpa Global Equity ETF New | — | NEW | New buy |
| 44 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 45 | EWJ | Ishares Msci Japan ETF | — | EXIT | Sold out |
| 46 | EWQ | Ishares Msci France ETF | — | EXIT | Sold out |
| 47 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 48 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 50 | IWD | Ishares Russell 1000 Value E | — | EXIT | Sold out |
According to official SEC Form 13F filings, Onyx Bridge Wealth Group LLC reported a total U.S. public equity portfolio value of $1.1B across 366 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, AAPL) accounted for 19.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
FPAG
市值: $2.6M
Top Position Liquidated / Trimmed
EWJ
前期市值: $1.5M
During Q4 2025, Onyx Bridge Wealth Group LLC's top holdings by market value included IVV (11.9%)、QQQ (3.3%)、AAPL (2.8%). The largest single position, IVV, represented 11.9% of total portfolio value.
In Q4 2025, Onyx Bridge Wealth Group LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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